iShares Micro-Cap ETFIWCETF
13F holders, Q3 2024 (September 30)222holders +19
33new positions
11sold out
2famous investors
$121.74avg. 13F price*
At the end of Q3 2024, 222 institutions reported holding iShares Micro-Cap ETF (IWC) in their 13F filings, up 19 from Q2 2024. 33 opened new positions and 11 sold out. The largest holders were 1832 Asset Management L.P. ($66.2M), Corient Private Wealth LP ($29.5M) and Bank of America Corp. ($28.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Micro-Cap ETF
- CUSIP
- 464288869
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $13.8M |
| Exits | 11 | $1.8M |
All 13F filers, Q2 2024 → Q3 2024: 278,000 shares bought and 283,000 shares sold, net −5,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 222 holders
| 1832 Asset Management L.P. | 0.11% | Reduce -3.6% | 537,142 | $66.2M |
| Corient Private Wealth LP | 0.05% | Add +3.2% | 239,495 | $29.5M |
| Bank of America Corp. | 0.00% | Add +5.0% | 229,383 | $28.3M |
| Alesco Advisors, LLC, An ESL Co | 0.67% | Reduce -1.4% | 176,015 | $21.7M |
| Bank of Montreal | 0.01% | Reduce -6.0% | 139,532 | $17.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.36% | Add +4.5% | 102,235 | $12.6M |
| Halbert Hargrove Global Advisors, LLC | 0.69% | Reduce -3.3% | 100,741 | $12.4M |
| Royal Bank of Canada | 0.00% | Reduce -9.6% | 95,426 | $11.8M |
| Morgan Stanley | 0.00% | Reduce -3.4% | 84,587 | $10.4M |
| Chicago Partners Investment Group LLC | 0.36% | Add +1.9% | 80,596 | $10.1M |
| Wells Fargo & Company | 0.00% | Add +1.9% | 78,697 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.7% | 73,073 | $9.0M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -8.2% | 71,899 | $8.9M |
| Sachem Hill LLC | 1.62% | Reduce -0.7% | 64,676 | $8.0M |
| UBS Group AG | 0.00% | Reduce -0.5% | 63,154 | $7.8M |
| Arkansas Financial Group, Inc. | 1.26% | Reduce -11.9% | 62,242 | $7.7M |
| Creative Planning | 0.01% | Reduce -3.3% | 59,323 | $7.3M |
| Sentinel Trust Co. Lba | 0.81% | Add +70.2% | 57,460 | $7.1M |
| Frank, Rimerman Advisors LLC | 0.48% | Add +11.9% | 55,064 | $6.8M |
| LPL Financial LLC | 0.00% | Add +81.0% | 50,826 | $6.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 47,964 | $5.9M |
| Smith, Moore & Co. | 0.54% | Add +4.8% | 45,615 | $5.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 45,104 | $5.6M |
| Dumont & Blake Investment Advisors LLC | 1.36% | Reduce -50.1% | 41,268 | $5.1M |
| Park Avenue Securities LLC | 0.05% | Add +1.9% | 39,641 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Add +42.4% | 36,760 | $4.5M |
| Michelson Medical Research Foundation, Inc. | 3.08% | No change | 35,385 | $4.4M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -22.3% | 35,114 | $4.3M |
| Efficient Advisors, LLC | 0.26% | Reduce -5.7% | 34,086 | $4.2M |
| Cetera Investment Advisers | 0.01% | Add +4.6% | 30,880 | $3.8M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -1.5% | 30,289 | $3.7M |
| WealthShield Partners, LLC | 0.50% | Reduce -2.7% | 29,991 | $3.7M |
| Camelot Technology Advisors, Inc. | 2.85% | Reduce -22.9% | 26,155 | $3.2M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -29.6% | 24,850 | $3.1M |
| Regal Investment Advisors LLC | 0.20% | Add +2.3% | 22,910 | $2.8M |
| Citadel Advisors | 0.00% | Reduce -48.4% | 22,829 | $2.8M |
| Belpointe Asset Management LLC | 0.17% | New | 22,822 | $2.8M |
| Stephens Inc. | 0.04% | Add +0.6% | 22,620 | $2.8M |
| Kendall Capital Management | 0.85% | Add +7.7% | 22,363 | $2.8M |
| One Capital Management, LLC | 0.09% | Reduce -62.4% | 22,125 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +41.1% | 21,335 | $2.6M |
| Noble Family Wealth, LLC | 0.68% | Reduce -9.6% | 20,559 | $2.5M |
| Private Advisory Group LLC | 0.30% | Add +22.1% | 19,553 | $2.4M |
| Aire Advisors, LLC | 0.52% | Reduce -0.8% | 19,144 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +33.8% | 19,060 | $2.3M |
| Family Firm, Inc. | 0.50% | Add +0.6% | 68,058 | $2.3M |
| Connective Capital Management, LLC | 1.95% | Add +66.0% | 16,963 | $2.1M |
| LVZ, Inc. | 0.27% | New | 16,858 | $2.1M |
| Rockbridge Investment Management, LCC | 0.27% | Reduce -2.8% | 16,818 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +68.0% | 15,886 | $2.0M |
| Flow Traders U.S. LLC | 0.10% | Reduce -20.2% | 15,608 | $1.9M |
| Indiana Trust & Investment Management Co | 0.62% | No change | 14,730 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +145.2% | 13,703 | $1.7M |
| Evanson Asset Management, LLC | 0.12% | Add +0.1% | 13,518 | $1.7M |
| Texas Yale Capital Corp. | 0.07% | No change | 13,265 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -65.8% | 11,872 | $1.5M |
| GHP Investment Advisors, Inc. | 0.06% | Reduce -2.0% | 11,359 | $1.4M |
| Level Financial Advisors | 0.53% | Reduce -5.0% | 11,241 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.3% | 10,681 | $1.3M |
| Physician Wealth Advisors, Inc. | 0.24% | Reduce -10.8% | 10,473 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.6% | 10,439 | $1.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.18% | No change | 10,402 | $1.3M |
| SFI Advisors, LLC | 0.89% | New | 10,130 | $1.2M |
| Certuity, LLC | 0.13% | Add +0.3% | 9,861 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.0% | 9,831 | $1.2M |
| Biltmore Family Office, LLC | 0.19% | Reduce -0.6% | 8,828 | $1.1M |
| WESCAP Management Group, Inc. | 0.27% | Reduce -29.9% | 8,802 | $1.1M |
| Endowment Wealth Management, Inc. | 0.69% | Add +22.0% | 8,495 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.7% | 8,207 | $1.0M |
| Institute for Wealth Management, LLC. | 0.13% | Add +1.6% | 8,084 | $997K |
| Capstone Investment Advisors, LLC | 0.03% | New | 8,001 | $987K |
| Modera Wealth Management, LLC | 0.01% | Add +4.1% | 7,802 | $962K |
| Mariner, LLC | 0.00% | Reduce -4.2% | 7,727 | $953K |
| Urban Financial Advisory Corp | 0.51% | Add +0.1% | 7,482 | $923K |
| Ellis Investment Partners, LLC | 0.16% | Add +0.1% | 6,734 | $830K |
| Sound Income Strategies, LLC | 0.05% | Add +7798.8% | 6,635 | $818K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 6,468 | $798K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 6,466 | $797K |
| Captrust Financial Advisors | 0.00% | Reduce -3.0% | 6,461 | $797K |
| Jones Financial Companies LLLP | 0.00% | Add +117.2% | 5,630 | $692K |
| Lido Advisors, LLC | 0.01% | Add +8.9% | 5,542 | $684K |
| TAP Consulting, LLC | 0.13% | Add +0.3% | 5,478 | $676K |
| Jackson, Grant Investment Advisers, Inc. | 0.25% | Add +0.6% | 5,472 | $675K |
| Peoples Bank | 0.42% | Add +26.5% | 5,125 | $632K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.6% | 5,103 | $629K |
| Vista Capital Partners, Inc. | 0.07% | No change | 5,038 | $621K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +20.5% | 4,964 | $612K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -7.0% | 4,893 | $603K |
| Davies Financial Advisors, Inc. | 0.52% | New | 4,845 | $597K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.8% | 4,757 | $587K |
| Clear Creek Financial Management, LLC | 0.06% | Add +19.9% | 4,562 | $563K |
| AQR Capital Management | 0.00% | Add +38.5% | 4,384 | $541K |
| Raymond James & Associates | 0.00% | Add +78.5% | 4,333 | $534K |
| Brand Asset Management Group, Inc. | 0.21% | Reduce -9.7% | 4,309 | $531K |
| FIL Ltd | 0.00% | Reduce -54.2% | 4,223 | $521K |
| Two Sigma Investments, LP | 0.00% | Reduce -50.6% | 4,200 | $518K |
| Portland Global Advisors LLC | 0.06% | No change | 3,962 | $489K |
| Founders Financial Securities LLC | 0.04% | No change | 3,912 | $482K |
| NTV Asset Management LLC | 0.06% | No change | 3,910 | $482K |
| Sepio Capital, LP | 0.04% | Reduce -1.5% | 3,862 | $476K |
| Focus Partners Wealth | 0.00% | New | 3,841 | $474K |
| Tortoise Investment Management, LLC | 0.05% | Reduce -5.0% | 3,785 | $467K |
| Global Retirement Partners, LLC | 0.01% | Add +48.6% | 3,643 | $449K |
| Spire Wealth Management | 0.01% | Add +43.9% | 3,492 | $431K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,461 | $427K |
| Aspen Grove Capital, LLC | 0.09% | Add +0.0% | 3,458 | $427K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -16.9% | 3,403 | $420K |
| Ancora Advisors LLC | 0.01% | No change | 3,354 | $414K |
| Milestone Asset Management, LLC | 0.09% | New | 3,269 | $403K |
| Next Capital Management LLC | 0.16% | No change | 3,123 | $385K |
| Clarus Wealth Advisors | 0.19% | Reduce -0.2% | 3,114 | $379K |
| Cardiff Park Advisors, LLC | 0.03% | Add +21.9% | 3,073 | $379K |
| Prudential Financial Inc. | 0.00% | Add +6.7% | 3,054 | $377K |
| Advisory Services Network, LLC | 0.01% | No change | 3,287 | $375K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,029 | $374K |
| Keybank National Association | 0.00% | No change | 3,010 | $371K |
| First Western Trust Bank | 0.02% | No change | 2,947 | $363K |
| Family Wealth Partners, LLC | 0.19% | Add +0.1% | 2,946 | $363K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -10.9% | 2,855 | $352K |
| Discipline Wealth Solutions, LLC | 0.19% | New | 2,846 | $351K |
| O'Connor Financial Group LLC | 0.18% | Reduce -0.7% | 2,780 | $343K |
| Tiaa Trust, National Association | 0.00% | Add +40.0% | 2,623 | $323K |
| Brown Brothers Harriman & Co. | 0.00% | New | 2,617 | $323K |
| Garrison Point Advisors, LLC | 0.20% | No change | 2,590 | $319K |
| Beaird Harris Wealth Management, LLC | 0.03% | No change | 2,439 | $301K |
| Boston Family Office LLC | 0.02% | No change | 2,413 | $298K |
| Cascade Financial Partners, LLC | 0.04% | No change | 2,348 | $297K |
| Curtis Advisory Group, LLC | 0.08% | New | 2,363 | $291K |
| Nwam LLC | 0.02% | New | 2,286 | $282K |
| Doliver Advisors, LP | 0.08% | Reduce -6.2% | 2,283 | $282K |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 2,267 | $280K |
| Mutual Advisors, LLC | 0.01% | New | 2,219 | $277K |
| Two Sigma Advisers, LP | 0.00% | Reduce -65.1% | 2,200 | $271K |
| Joseph P. Lucia & Associates, LLC | 0.12% | No change | 2,138 | $264K |
| Wilson & Boucher Capital Management, LLC | 0.18% | Add +0.5% | 2,135 | $263K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 2,090 | $258K |
| Smithfield Trust Co | 0.01% | Add +112.6% | 2,077 | $256K |
| Burke & Herbert Bank & Trust Co. | 0.06% | No change | 2,050 | $253K |
| Keebeck Wealth Management | 0.04% | No change | 2,020 | $249K |
| Cerity Partners LLC | 0.00% | Reduce -3.8% | 2,002 | $247K |
| Dixon Fnancial Services, Inc. | 0.13% | No change | 2,000 | $247K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,950 | $240K |
| L.M. Kohn & Company | 0.06% | Add +0.8% | 1,915 | $236K |
| William Howard & Co Financial Advisors Inc | 0.20% | No change | 1,897 | $234K |
| Tilson Financial Group, Inc. | 0.10% | New | 1,859 | $229K |
| Wesbanco Bank Inc. | 0.01% | New | 1,835 | $226K |
| Gray Wealth Management Inc. | 0.09% | Reduce -0.1% | 1,831 | $226K |
| World Investment Advisors | 0.01% | Reduce -6.9% | 1,783 | $220K |
| Joel Isaacson & Co., LLC | 0.01% | New | 1,710 | $211K |
| First Horizon Advisors, Inc. | 0.01% | No change | 1,707 | $211K |
| CIBC Private Wealth Group LLC | 0.00% | Add +30.9% | 1,536 | $189K |
| Principal Securities, Inc. | 0.00% | Reduce -20.1% | 1,500 | $185K |
| Allworth Financial LP | 0.00% | Reduce -12.3% | 1,419 | $175K |
| CoreCap Advisors, LLC | 0.01% | New | 1,394 | $172K |
| FMR LLC | 0.00% | Reduce -15.8% | 1,217 | $150K |
| Tucker Asset Management LLC | 0.03% | New | 1,208 | $149K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,179 | $145K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,049 | $129K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 891 | $110K |
| EP Wealth Advisors, LLC | 0.00% | New | 851 | $105K |
| Parallel Advisors, LLC | 0.00% | No change | 825 | $102K |
| Frazier Financial Advisors, LLC | 0.08% | Reduce -68.2% | 824 | $102K |
| IFP Advisors, Inc | 0.00% | Reduce -0.7% | 760 | $94K |
| Geneos Wealth Management Inc. | 0.00% | No change | 754 | $93K |
| Franklin Resources Inc. | 0.00% | No change | 735 | $92K |
| Godsey & Gibb, Inc. | 0.01% | No change | 676 | $83K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.3% | 656 | $81K |
| Mather Group, Llc. | 0.00% | No change | 639 | $79K |
| National Bank of Canada | 0.00% | Reduce -16.2% | 486 | $60K |
| Montag A & Associates Inc. | 0.00% | No change | 475 | $59K |
| Comerica Bank | 0.00% | Reduce -58.0% | 413 | $51K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +139.5% | 412 | $51K |
| Aptus Capital Advisors, LLC | 0.00% | Add +139.5% | 412 | $51K |
| Evermay Wealth Management LLC | 0.01% | No change | 406 | $50K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 400 | $49K |
| Eagle Bay Advisors LLC | 0.02% | Reduce -20.1% | 390 | $48K |
| Asset Dedication, LLC | 0.00% | Reduce -0.8% | 382 | $47K |
| Bristlecone Advisors, LLC | 0.00% | New | 375 | $46K |
| Simplex Trading, LLC | 0.00% | New | 357 | $44K |
| Punch & Associates Investment Management, Inc. | 0.00% | New | 354 | $44K |
| Hemington Wealth Management | 0.01% | New | 350 | $43K |
| Bray Capital Advisors | 0.01% | No change | 324 | $40K |
| TruNorth Capital Management, LLC | 0.01% | No change | 308 | $38K |
| Qube Research & Technologies Ltd | 0.00% | Add +154.2% | 272 | $34K |
| NorthRock Partners, LLC | 0.00% | No change | 235 | $29K |
| Cwm, LLC | 0.00% | Reduce -29.8% | 229 | $28K |
| CI Investments Inc. | 0.00% | Reduce -97.8% | 200 | $25K |
| Harbour Investments, Inc. | 0.00% | No change | 194 | $24K |
| Capital Analysts, LLC | 0.00% | No change | 172 | $21K |
| Trust Co. of Vermont | 0.00% | No change | 168 | $21K |
| Raffa Wealth Management, LLC | 0.01% | No change | 168 | $21K |
| SIMA Wealth Partners, LLC | 0.02% | No change | 153 | $19K |
| Coastline Trust Co | 0.00% | New | 150 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -54.6% | 143 | $18K |
| Barclays PLC | 0.00% | Reduce -97.9% | 117 | $14K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 114 | $14K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 110 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 97 | $12K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 89 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 85 | $10K |
| Pacific Center for Financial Services | 0.00% | No change | 79 | $10K |
| Clearstead Advisors, LLC | 0.00% | No change | 79 | $10K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 70 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 70 | $9K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 65 | $8K |
| NewEdge Advisors, LLC | 0.00% | New | 60 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 50 | $6K |
| Salem Investment Counselors Inc. | 0.00% | No change | 35 | $4K |
| Ridgewood Investments LLC | 0.00% | No change | 26 | $3K |
| Assetmark, Inc. | 0.00% | Add +1100.0% | 24 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 21 | $3K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 17 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 17 | $2K |
| Avion Wealth | 0.00% | No change | 20 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 17 | $2K |
| Parkside Financial Bank & Trust | 0.00% | New | 10 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 7 | $869 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +250.0% | 7 | $863 |
| M&R Capital Management Inc. | 0.00% | New | 5 | $632 |
| Aspire Wealth Management Corp | 0.00% | No change | 4 | $521 |
| Marquette Asset Management, LLC | 0.00% | No change | 3 | $370 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1 | $121 |
"% of holder's portfolio" is IWC's weight in each manager's 13F, not the share of iShares Micro-Cap ETF the manager owns.